Commercial Small-Business Insurance Specialist (e-Trade)

IDEX Consulting Ltd.; Perth; Hybrid; AUD 60,000 - 90,000; Full time

Benefits offered by this job

5% pension

27 days holiday + 9 bank holidays

Birthday off

Bupa cash plan

4x salary death in service

Full training and career development

Free parking

Job summary

IDEX Consulting Ltd. is partnering with an established insurance broker in Perth to strengthen its Small Business team with an experienced Commercial Account Handler.

This fast-paced, high-volume role focuses on managing Small Business policies, cross-selling, and delivering high-quality client service in a hybrid Perth-based setup. You will work closely with clients and insurers, ensuring compliance with FCA procedures while developing insurance knowledge within a supportive team and accessing

Qualifications

• Experience in a commercial insurance broking environment.
• Experience with e-trade insurance products.
• Strong administration skills and excellent attention to detail.
• Knowledge of FCA compliance.
• Strong communication and customer service skills.
• Excellent organisation and time management.
• Good IT skills.
• Acturis experience would be advantageous.

Responsibilities

• Managing existing Small Business insurance policies.
• Dealing with clients and insurers on a day-to-day basis.
• Advising clients on existing insurance products.
• Completing premium finance arrangements.
• Identifying cross-selling opportunities.
• Maintaining accurate and compliant records.
• Ensuring FCA and company procedures are followed.
• Building strong client relationships.
• Managing your own workload and meeting deadlines.
• Taking part in ongoing training and development.

Skills

Administration

Attention to detail

Communication

Customer service

IT skills

FCA compliance knowledge

Acturis

Job description

IDEX Consulting Ltd. is partnering with an established insurance broker in Perth to strengthen its Small Business team with an experienced Commercial Account Handler.

This fast-paced, high-volume role focuses on managing Small Business policies, cross-selling, and delivering high-quality client service in a hybrid Perth-based setup. You will work closely with clients and insurers, ensuring compliance with FCA procedures while developing insurance knowledge within a supportive team and accessing